Overview
The Work In Progress Report shows every open job on the floor and the money tied up in it, split into work already earned and work still to do. The longest open jobs sort to the top, so aging work is the first thing you see. You will find it in the Performance section of the Reports tab.
The status groupings
Approved Partially Completed: jobs in flight, with earned and remaining amounts shown separately.
Approved Not Started: work that is fully approved but has not started. This tab tells you what is coming.
Completed: work that is fully completed and ready for review and invoicing. This tab tells you what you could invoice today.
Estimates: work that has not been sent out or is not yet in an approved status.
The report is line based, so a work order with lines in different states can appear under more than one grouping. That is expected: each line is counted where it actually stands.
Labor delta
The labor delta column compares invoiced hours to clocked hours. A positive value (green) means invoiced hours exceed clocked hours. A negative value (red) means clocked hours exceed invoiced hours. A value of 0.0 (black) is break even.
Filters
You can filter by advisor, customer, asset, and location (multiple locations at once if you have access).
Snapshots
Starting on the day the report went live, ShopView captures a nightly snapshot for every location. The report reflects the current state of open work going forward.
Columns and exports
Pick your columns with the Column Selector; your choices persist for you and do not affect other users. Export to PDF or CSV. Exports respect the filters applied on screen and record them in the file.
Good to know
WIP totals leave out tax, so a job's total here will not match the total on the work order itself.
Anyone who can open Reports can open this report.